Leads, Opportunities, & Accounts in Salesforce Lightning

Salesforce Lightning    |    Intermediate
  • 14 videos | 59m 17s
  • Earns a Badge
Likes 24 Likes 24
To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Salesforce.

WHAT YOU WILL LEARN

  • create leads in Salesforce
    manage your leads in Salesforce
    edit a lead in Salesforce
    convert a lead in Salesforce
    consult your accounts in Salesforce
    create new accounts in Salesforce
    update an account in Salesforce
  • create opportunities in Salesforce
    manage your opportunities in Salesforce
    update an opportunity in Salesforce
    transfer elements in Salesforce
    manage your companies in Salesforce
    attach documents in Salesforce
    log calls in Salesforce

IN THIS COURSE

  • Playable
    1. 
    Creating a lead in Salesforce Lightning
    5m 36s
    UP NEXT
  • Playable
    2. 
    Managing your leads in Salesforce Lightning
    4m 32s
  • Locked
    3. 
    Editing a lead in Salesforce Lightning
    3m 25s
  • Locked
    4. 
    Converting a lead in Salesforce Lightning
    2m 41s
  • Locked
    5. 
    Consulting your accounts in Salesforce Lightning
    3m 4s
  • Locked
    6. 
    Creating a new account in Salesforce Lightning
    4m 1s
  • Locked
    7. 
    Updating an account in Salesforce Lightning
    3m 3s
  • Locked
    8. 
    Creating an opportunity in Salesforce Lightning
    5m 50s
  • Locked
    9. 
    Managing your opportunities in Salesforce Lightning
    4m 40s
  • Locked
    10. 
    Updating an opportunity in Salesforce Lightning
    3m 23s
  • Locked
    11. 
    Transferring an element in Salesforce Lightning
    4m 48s
  • Locked
    12. 
    Managing your campaigns in Salesforce Lightning
    4m 16s
  • Locked
    13. 
    Attaching documents in Salesforce Lightning
    4m 43s
  • Locked
    14. 
    Logging a call in Salesforce Lightning
    5m 15s

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